Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Penn Series SMID Cap Growth Fund diff. adviser | 87% | 1.04% | Penn Mutual Asset Management, LLC |
| 2 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper | 48% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 3 | Small-Cap Growth Portfolio cheaper diff. adviser | 43% | 0.64% | Pacific Life Fund Advisors LLC |
| 4 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 37% | 0.85% | Columbia Management Investment Advisers, LLC |
| 5 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper | 35% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 6 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 30% | 0.67% | AllianceBernstein L.P. |
| 7 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper diff. adviser | 27% | 0.82% | AMG Funds LLC |
| 8 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 26% | 0.88% | Putnam Investment Management, LLC |
| 9 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 26% | 0.76% | Putnam Investment Management, LLC |
| 10 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 24% | 0.79% | Allspring Funds Management, LLC |
| 11 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 24% | 1.15% | Allspring Funds Management, LLC |
| 12 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 24% | 0.86% | Voya Investments, LLC |
| 13 | T. Rowe Price New Horizons Fund, Inc. · PRNHX, PRJIX, TRUZX cheaper diff. adviser | 24% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 24% | 0.68% | Jackson National Asset Management, LLC |
| 15 | NVIT Allspring Discovery Fund cheaper diff. adviser | 24% | 0.83% | Nationwide Fund Advisors |
| 16 | EQ/AB Small Cap Growth Portfolio cheaper diff. adviser | 24% | 0.67% | Equitable Investment Management Group, LLC |
| 17 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 24% | 0.80% | Driehaus Capital Management LLC |
| 18 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 23% | 0.87% | Columbia Management Investment Advisers, LLC |
| 19 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 23% | 0.85% | Carillon Tower Advisers, Inc. |
| 20 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 23% | 0.78% | AllianceBernstein L.P. |
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